SurgoCap Partners LP Mala Gaonkar
New York, NY 11 processed 13Fs on this site, 2023 Q4 to 2026 Q2
- $3.1B
- 13 holdings
- 2026 Q2
- +3.3% QoQ
- Top 5 57.9%
AUM over time
Book
| MCK, McKesson | Reduce −2.9% | 481,642 | $584.04 | $281M | −14,261 | +$15M | |
| GEV, GE Vernova | New | 1,233,334 | $171.51 | $212M | +1,233,334 | +$212M | |
| LPLA, LPL Financial | Add +4.8% | 546,841 | $279.30 | $153M | +24,910 | +$15M | |
| BX, Blackstone | Hold | 1,032,660 | $123.80 | $128M | — | — | |
| QCOM, Qualcomm | New | 624,110 | $199.18 | $124M | +624,110 | +$124M | |
| SNPS, Synopsys | Reduce −34.3% | 197,602 | $595.06 | $118M | −103,160 | −$54M | |
| GWRE, Guidewire Software | Reduce −2.6% | 809,465 | $137.89 | $112M | −21,829 | +$15M | |
| NVDA, Nvidia | Add +360.9% | 857,606 | $123.54 | $106M | +671,538 | −$62M | |
| CNM, Core & Main | New | 2,075,233 | $48.94 | $102M | +2,075,233 | +$102M | |
| AAPL, Apple | New | 477,178 | $210.62 | $101M | +477,178 | +$101M | |
| NU, Nu Holdings | Add +11.1% | 7,580,264 | $12.89 | $98M | +760,371 | +$16M | |
| GEHC, GE HealthCare | Reduce −44.5% | 1,150,453 | $77.92 | $90M | −922,896 | −$99M | |
| MSFT, Microsoft | Reduce −24.7% | 195,434 | $446.95 | $87M | −64,119 | −$22M |
Exits / last held
Gone since 2024 Q1, shown at their last reported size.
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| GE, GE Aerospace | Exit | 0 | $175.53 | $174M | −990,470 | −$174M | |
| HLT, Hilton | Exit | 0 | $213.31 | $125M | −585,046 | −$125M | |
| CRM, Salesforce | Exit | 0 | $301.18 | $81M | −267,397 | −$81M | |
| VRT, Vertiv | Exit | 0 | $81.67 | $73M | −898,268 | −$73M | |
| PTC, PTC Inc | Exit | 0 | $188.94 | $55M | −290,023 | −$55M |
Filings history
11 periods, with AUM normalized
| Period | Holds | AUM | QoQ | Form | Filed | Filing ID |
|---|---|---|---|---|---|---|
| 2026 Q2 | 13 | $3.1B | +3.3% | 13F-HR | 8/13/2026 | 000091957426005191 |
| 2026 Q1 | 14 | $3B | −17.1% | 13F-HR | 5/15/2026 | 000091957426003167 |
| 2025 Q4 | 17 | $3.6B | +0.4% | 13F-HR | 2/17/2026 | 000091957426001016 |
| 2025 Q3 | 16 | $3.6B | +35.8% | 13F-HR | 11/13/2025 | 000091957425006748 |
| 2025 Q2 | 13 | $2.6B | +30.8% | 13F-HR | 8/14/2025 | 000091957425004655 |
| 2025 Q1 | 12 | $2B | +4.3% | 13F-HR | 5/15/2025 | 000091957425003084 |
| 2024 Q4 | 12 | $1.9B | −3.1% | 13F-HR | 2/14/2025 | 000091957425001210 |
| 2024 Q3 | 12 | $2B | +17.1% | 13F-HR | 11/14/2024 | 000091957424006446 |
| 2024 Q2 | 13 | $1.7B | −8.2% | 13F-HR | 8/14/2024 | 000091957424004550 |
| 2024 Q1 | 14 | $1.9B | +30.1% | 13F-HR | 5/15/2024 | 000091957424003006 |
| 2023 Q4 | 15 | $1.4B | — | 13F-HR | 2/14/2024 | 000091957424001147 |
About
SurgoCap Partners LP
11 processed 13Fs on this site, 2023 Q4 to 2026 Q2